As a Private Wealth Advisor with Raintree Financial Solutions, Connie connects her passion for helping clients and her professional skill set as a Personal Financial Planner as she offers clients access to private investments and portfolio management firms. Connie has recently added life insurance to her offering and is currently working towards her Certified Financial Planner designation as she continues to build her skills to provide holistic investment and planning strategies to her clients.
Prior to joining Raintree in 2019, Connie spent her career working at Scotiabank, helping clients achieve investment, borrowing and financial planning goals. As a result, she has gained exceptional knowledge and experience at helping clients of all levels better manage their wealth.
Connie grew up in the Guelph area and enjoys being involved in her community. She has three grown children, has a love for the outdoors and travelling, and often can be found spending free time on her country property with her husband and two dogs.